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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $263,120 | $208,397+26.3% | - | $154,746+70.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | - | 80.7%+19.3pp |
| Annual return | 24.17% | 1131.44%-1107.3pp | - | 172.34%-148.2pp |
| Employer contribution / active EE | $21,780 | $7,386+194.9% | - | $4,379+397.4% |
| Participant deferral / active EE | $10,000 | $5,789+72.8% | - | $6,730+48.6% |
| Admin fee / account holder | $0 | $11,092-100.0% | - | $14,365-100.0% |